Your contribution, their future.

Create a lasting legacy that supports children and families for generations. Discover meaningful ways to include our ministries in your estate plans.

We've partnered with HighGround Advisors to provide expert guidance on gift planning. Their team of trust and legal professionals can help structure a personalized gift plan that meets your goals.

Find a gift that fits your goals

Choose what matters most to you. You can change your choice anytime.

Showing 22 options

How to give

Gift options that provide tax and income benefits.

Through your will or estate · Provide for family

Bequest

You designate our ministries as the beneficiary of your asset by will, trust or beneficiary designation form. A bequest is one of the easiest gifts to make.

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy

Give today · Age 70½ and older

IRA Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

  • Avoid taxes on transfers of up to $105,000 from your IRA
  • Satisfy your required minimum distribution (RMD)
  • Reduce your taxable income, even if you do not itemize deductions

Give today · Provide for family

Donor-Advised Funds

You fund a donor-advised fund and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.

  • Receive an immediate tax deduction
  • Avoid capital gains tax on gifts of appreciated assets
  • Grow your charitable fund tax-free
  • Make grants to your favorite charities

Through your will or estate

Beneficiary Designation Gifts

You can designate our ministries as a beneficiary of a retirement, investment or bank account or your life insurance policy.

  • Give without your family feeling it
  • Avoid the time and expense of updating your will
  • Reduce your taxable estate

Income for life

Charitable Gift Annuity

You transfer your cash or appreciated property to our ministries in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

  • Receive fixed payments for life
  • Receive an immediate income tax deduction
  • Benefit from payments that are partially tax-free
  • Avoid capital gains tax on gifts of appreciated property

Income for life · Property and assets

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.

  • Receive income for life or a term of years
  • Receive an immediate income tax deduction
  • Avoid capital gains tax on the sale of appreciated assets
  • Income may increase as the trust value grows

Income for life · Property and assets

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

  • Receive fixed income for life or a term of years
  • Receive an immediate income tax deduction
  • Avoid capital gains tax on the sale of appreciated assets
  • Know exactly what your income will be each year

Provide for family

Charitable Lead Trust

You fund a trust that makes gifts to our ministries for a number of years. Your family receives the trust remainder at substantial tax savings.

  • Reduce or eliminate gift and estate taxes
  • Pass assets to your heirs at reduced tax cost
  • Make a significant gift to charity
  • Keep assets in the family

Income for life · Property and assets

Sale and Unitrust

You give a portion of your property to fund a charitable remainder trust. When the property sells, you receive cash and income for life.

  • Receive cash at closing
  • Receive income for life
  • Receive a charitable income tax deduction
  • Avoid capital gains tax on the sale

Property and assets · Give today

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

  • Receive cash from the sale
  • Receive a charitable income tax deduction
  • Avoid capital gains tax on the gift portion
  • Reduce your taxable estate

Provide for family · Through your will or estate

Give It Twice Trust

You provide your children with a stream of income while making a gift to our ministries. This type of trust allows you to benefit both your family and charity.

  • Provide income to family members
  • Reduce gift and estate taxes
  • Make a meaningful charitable gift
  • Assets may appreciate for charity's benefit

Property and assets · Through your will or estate

Life Estate Reserved

You give your property to our ministries but retain the right to use the property during your lifetime. We receive the property when you pass away.

  • Continue to live in your home
  • Receive an immediate income tax deduction
  • Reduce your taxable estate
  • Make a significant future gift

Give today · Through your will or estate

Gift and Bequest

A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.

  • Make an immediate impact with your current gift
  • Leave a lasting legacy through your bequest
  • Receive tax benefits now and for your estate
  • Flexibility to adjust your plans over time

Give today · Through your will or estate

Endowment Gifts

An endowment is a fund you can create now or in the future to achieve the impact you desire. The principal is invested and a portion of the earnings is used each year, providing ongoing support forever.

  • Create a permanent source of support
  • Principal remains intact
  • Earnings provide ongoing annual support
  • Can be named in your honor or memory of a loved one

Income for life · Age 70½ and older

IRA to Gift Annuity Rollover

If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

  • Counts toward your required minimum distribution
  • Receive fixed payments for life
  • Excluded from taxable income
  • One-time election available to each spouse

What to give

The best assets to make a planned gift, including cash, securities, and property.

Give today

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our ministries.

  • Avoid capital gains tax on appreciated securities
  • Receive an income tax deduction for the full fair market value
  • Give more than you could with cash
  • Easy electronic transfer process
How to transfer stock

Property and assets

Gifts of Real Estate

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our ministries.

  • Avoid capital gains tax on appreciated property
  • Receive an income tax deduction for the full fair market value
  • Eliminate ongoing property expenses
  • Can be used to fund a life income gift
Our real estate gift guidelines

Through your will or estate · Provide for family

Gifts of Retirement Assets

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our ministries.

  • Assets pass to charity tax-free
  • Heirs receive other less-taxed assets
  • Simple beneficiary designation form
  • Can designate a percentage or specific amount
How IRA rollover gifts work

Give today

Gifts of Cash

A gift of cash is a simple and easy way for you to make a gift. Your gift of cash will make an immediate impact.

  • Immediate impact
  • Easy to give online, by check, or by phone
  • Fully deductible up to 60% of adjusted gross income
  • Can be designated to a specific purpose
Give online

Through your will or estate

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.

  • Give a larger gift than you might otherwise afford
  • Receive a possible income tax deduction
  • Remove the policy from your taxable estate
  • Continue paying premiums for additional deductions

Property and assets

Gifts of Mineral Interests

A gift of mineral interests (oil, gas, gold, silver or other precious metals) is an excellent way to make a charitable gift.

  • Receive a charitable deduction for fair market value
  • Avoid ongoing income tax on royalties
  • Remove the asset from your taxable estate
  • Eliminate management responsibilities

Property and assets

Gifts of Business Interests

As a business owner, you have the opportunity to accomplish your philanthropic goals through charitable planning. A gift of your corporate stock or assets can provide you with tax and income benefits.

  • Receive a charitable deduction for fair market value
  • Avoid capital gains tax
  • Reduce your ownership stake strategically
  • Can be combined with a business sale

Ready to start the conversation?

Our team is here to help you explore gift options that fit your situation. No pressure, just guidance.

Contact Maynard Phillips, Vice President for Mission Advancement, at maynard.phillips@cahm.org or 512-246-4222, or call our office at 512-255-3668.

Already included us in your plans?

Please let us know so we can thank you. The Legacy League recognizes everyone who has established an endowment fund or included one of our ministries in their estate plans, no matter the size.

About the Legacy League

This information is not legal or tax advice. Please talk with your own attorney, tax advisor, or financial planner about your situation.

Be on your guard; stand firm in the faith; be courageous; be strong.

1 Corinthians 16:13 (NIV)